CIK 1551867
Litman Gregory Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
356
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAYX | PAYCHEX INC | 651 | $50K–$100K | SH |
| VDE | VANGUARD WORLD FD | 572 | $50K–$100K | SH |
| GWW | WW GRAINGER INC | 71 | $50K–$100K | SH |
| EMR | EMERSON ELEC CO | 532 | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND | 260 | $50K–$100K | SH |
| SPMD | SPDR SERIES TRUST | 1K | $50K–$100K | SH |
| GD | GENERAL DYNAMICS CORP | 204 | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 524 | $50K–$100K | SH |
| NSC | NORFOLK SOUTHN CORP | 231 | $50K–$100K | SH |
| NVS | NOVARTIS AG | 470 | $50K–$100K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 489 | $50K–$100K | SH |
| IYF | ISHARES TR | 502 | $50K–$100K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| MUSA | MURPHY USA INC | 159 | $50K–$100K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 3K | $50K–$100K | SH |
| LDP | COHEN & STEERS LTD DURATION | 3K | $50K–$100K | SH |
| SCHE | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| DELL | DELL TECHNOLOGIES INC | 500 | $50K–$100K | SH |
| VYM | VANGUARD WHITEHALL FDS | 435 | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC | 774 | $50K–$100K | SH |
| BAC | BANK AMERICA CORP | 1K | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 339 | $50K–$100K | SH |
| DIS | DISNEY WALT CO | 500 | $50K–$100K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 4K | $50K–$100K | SH |
| TSLA | TESLA INC | 125 | $50K–$100K | SH |
| IWS | ISHARES TR | 392 | $50K–$100K | SH |
| APD | AIR PRODS & CHEMS INC | 220 | $50K–$100K | SH |
| VV | VANGUARD INDEX FDS | 172 | $50K–$100K | SH |
| HYMB | SPDR SERIES TRUST | 2K | $50K–$100K | SH |
| SCHF | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| WFC | WELLS FARGO CO NEW | 555 | $50K–$100K | SH |
| PSQ | PROSHARES TR | 2K | $50K–$100K | SH |
| HGER | HARBOR ETF TRUST | 2K | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC | 464 | $15K–$50K | SH |
| IWC | ISHARES TR | 294 | $15K–$50K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 500 | $15K–$50K | SH |
| TEAM | ATLASSIAN CORPORATION | 260 | $15K–$50K | SH |
| IJJ | ISHARES TR | 313 | $15K–$50K | SH |
| EFV | ISHARES TR | 574 | $15K–$50K | SH |
| TCAF | T ROWE PRICE ETF INC | 1K | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 485 | $15K–$50K | SH |
| SHEL | SHELL PLC | 500 | $15K–$50K | SH |
| FELC | FIDELITY COVINGTON TRUST | 944 | $15K–$50K | SH |
| OKLO | OKLO INC | 500 | $15K–$50K | SH |
| C | CITIGROUP INC | 295 | $15K–$50K | SH |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | 3K | $15K–$50K | SH |
| FNDC | SCHWAB STRATEGIC TR | 746 | $15K–$50K | SH |
| NKE | NIKE INC | 504 | $15K–$50K | SH |
| FDS | FACTSET RESH SYS INC | 109 | $15K–$50K | SH |
| LTPZ | PIMCO ETF TR | 610 | $15K–$50K | SH |